Sara Qilin Wilkerson

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → 01/2017
  N/A
  N/A, KS
• 01/2017 → 01/2019
  J.GIlberts
  Overland Park, KS
• 01/2019 → 12/2019
  Chickfila
  Manhattan, KS
• 01/2020 → 04/2020
  Meadowlark
  Manhattan, KS
• 04/2020 → 08/2020
  Five Guys
  Manhattan, KS
• 08/2020 → 06/2021
  First Command Financial Planning
  Manhattan, KS
• 06/2021 → 06/2022
  Generations Wealth Design
  Topeka, KS
• 06/2022 → 04/2025
  Generations Wealth Design
  Topeka, KS
• 04/2025 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2024-12-23 → 2025-04-29
  Generations Wealth Design
  Denver, CO
  Topeka, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-28